Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,046 | $160,040-83.7% | $147,096-82.3% | $145,877-82.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.32% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,131 | $5,289-59.7% | $4,936-56.8% | $4,663-54.3% |
| Participant deferral / active EE | $1,904 | $8,429-77.4% | $8,071-76.4% | $6,691-71.5% |
| Admin fee / account holder | $507 | $15,050-96.6% | $13,005-96.1% | $13,402-96.2% |